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iShares Russell 2000 Growth ETF
IWO

836 hedge funds and large institutions have $7.5B invested in iShares Russell 2000 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 67

15% more funds holding in top 10

Funds holding in top 10: 26 → 30 (+4)

14% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 237

10% more capital invested

Capital invested by funds: $6.85B → $7.5B (+$651M)

6% more funds holding

Funds holding: 788 → 836 (+48)

7.43% less ownership

Funds ownership: 86.05% → 78.62% (-7.4%)

89% less call options, than puts

Call options by funds: $32.6M | Put options by funds: $291M

Holders
836
Holders Change
+48
Holders Change %
+6.09%
% of All Funds
13.44%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.48%
New
133
Increased
270
Reduced
237
Closed
67
Calls
$32.6M
Puts
$291M
Net Calls
-$259M
Net Calls Change
+$113M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$61.6M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$40.1M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$37.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.5M
5
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$29.6M

Top Sellers

Rank Fund Capital Flow
1
APF
Alaska Permanent Fund
Alaska
-$101M
2
Goldman Sachs
Goldman Sachs
New York
-$71.3M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$65.5M
4
JP Morgan Chase
JP Morgan Chase
New York
-$43.7M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$34M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
826
PSI Advisors
Florida
$1.5K – – –
CWAF
827
Core Wealth Advisors (Florida)
Florida
$1.07K – – –
DWP
828
Destiny Wealth Partners
Florida
$1.07K – – –
TFA
829
Toth Financial Advisory
Virginia
$1.07K – – –
WWP
830
WR Wealth Planners
Missouri
$1.07K +$1.09K +5 New
TVWM
831
Tower View Wealth Management
Wisconsin
$1K -$876 -4 -57%
HCP
832
Hexagon Capital Partners
Arkansas
$644 -$2.41K -11 -79%
JWM
833
Janiczek Wealth Management
Colorado
$458 – – –
DJSG
834
D.J. St. Germain
Massachusetts
$441 – – –
PWMG
835
Prestige Wealth Management Group
New Jersey
$429 – – –
CMP
836
Coston McIsaac & Partners
Maine
$39 – – –
CIAS
837
CFS Investment Advisory Services
New Jersey
– -$260K -2,596,010 Closed
LOAMS
838
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$33.7M -163,200 Closed
MA
839
MUFG Americas
New York
– -$11.5M -55,444 Closed
Barclays
840
Barclays
United Kingdom
– -$10.7M -51,697 Closed
SCM
841
Sandler Capital Management
New York
– -$7.23M -35,000 Closed
ZCA
842
Zeke Capital Advisors
Pennsylvania
– -$4.08M -19,725 Closed
FHB
843
First Hawaiian Bank
Hawaii
– -$2.25M -10,874 Closed
AP
844
Advisors Preferred
Maryland
– -$2.1M -9,900 Closed
WC
845
Wexford Capital
Florida
– -$1.96M -9,508 Closed
FTUS
846
Flow Traders U.S.
New York
– -$1.54M -7,445 Closed
Millennium Management
847
Millennium Management
New York
– -$1.34M -6,475 Closed
Nomura Asset Management
848
Nomura Asset Management
Japan
– -$1.09M -5,255 Closed
GCA
849
Greenwood Capital Associates
South Carolina
– -$915K -4,431 Closed
UBS AM
850
UBS AM
Illinois
– -$785K -3,800 Closed
32 33
34
35 36

IWO Hedge Fund Activity: Q4 2022 in Review

836 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q4 2022, worth a combined $7.5B — up 9.5% from $6.85B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new IWO positions and 67 closed out — a net gain of 66 holders — while 270 added to existing stakes and 237 trimmed.

The largest buyer was Bank of America, adding an estimated $61.6M. The largest seller was Alaska Permanent Fund, cutting an estimated $101M.

  • 836 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q4 2022, up from 788 in Q3 2022.
  • Funds reported $7.5B of iShares Russell 2000 Growth ETF stock for Q4 2022, up 9.5% quarter-over-quarter.
  • 133 funds opened new iShares Russell 2000 Growth ETF positions in Q4 2022 and 67 closed out, a net change of +66 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q4 2022 was Bank of America, an estimated $61.6M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q4 2022 was Alaska Permanent Fund, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2022.